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iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
401
Becker Capital Management
Oregon
$509K -$16.3K -167 -3%
MWM
402
Mascoma Wealth Management
New Hampshire
$504K
FA
403
Fortis Advisors
Pennsylvania
$502K +$2.34K +24 +0.5%
PAS
404
Park Avenue Securities
New York
$496K +$3.6K +37 +0.7%
TF
405
Tompkins Financial
New York
$488K
SM
406
Sweeney & Michel
California
$482K +$2.24K +23 +0.5%
WTC
407
WhitTier Trust Company
Nevada
$479K -$876 -9 -0.2%
VFG
408
Victory Financial Group
Texas
$477K -$146K -1,498 -24%
AT
409
American Trust
Kentucky
$476K +$114K +1,169 +32%
PA
410
Parallel Advisors
California
$476K +$11.7K +120 +3%
MWM
411
Meridian Wealth Management
Kentucky
$475K +$20.5K +211 +5%
BFS
412
Bradley Foster & Sargent
Connecticut
$473K
SFC
413
SYM Financial Corp
Indiana
$469K
IAG
414
Investment Advisory Group
Massachusetts
$469K
SWM
415
SeaCrest Wealth Management
New York
$468K -$195K -2,000 -30%
PRP
416
Peak Retirement Planning
Ohio
$467K +$82.4K +846 +22%
BH
417
Burk Holdings
Oklahoma
$462K
EWA
418
Exencial Wealth Advisors
Oklahoma
$461K
KHC
419
Koesten Hirschmann & Crabtree
Kansas
$459K
Lido Advisors
420
Lido Advisors
California
$457K -$564K -5,796 -56%
AP
421
Americana Partners
Texas
$457K
CCM
422
Cutler Capital Management
Massachusetts
$455K -$1.66K -17 -0.4%
CL
423
CIM LLC
New York
$451K +$2.34K +24 +0.5%
CIA
424
Choate Investment Advisors
Massachusetts
$450K
AEPWM
425
Atlantic Edge Private Wealth Management
Florida
$450K +$438K +4,500 New